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Aflac
AFL

Overview Fund Activity

1,262 hedge funds and large institutions have $27.9B invested in Aflac in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 436 increasing their positions, 463 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+12
Holders Change %
+0.96%
% of All Funds
19.9%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
105
Increased
436
Reduced
463
Closed
82
Calls
$419M
Puts
$242M
Net Calls
+$177M
Net Calls Change
+$127M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$191M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$107M
3
KBC Group
KBC Group
Belgium
$81M
4
Barclays
Barclays
United Kingdom
$120M
5
American Century Companies
American Century Companies
Missouri
$228M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$107M
2
BlackRock
BlackRock
New York
$2.85B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$82.1M
4
Bank of America
Bank of America
North Carolina
$216M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1301
Congress Asset Management
Massachusetts
– -$362K -5,604 Closed
ALAM
1302
Asahi Life Asset Management
Japan
– -$345K -5,340 Closed
AWM
1303
Axxcess Wealth Management
California
– -$341K -5,289 Closed
IFU
1304
iSAM Funds (UK)
United Kingdom
– -$322K -4,984 Closed
OFS
1305
OneAscent Financial Services
Alabama
– -$309K -4,783 Closed
RFN
1306
RDA Financial Network
Iowa
– -$279K -4,317 Closed
MHS
1307
M Holdings Securities
Oregon
– -$267K -4,141 Closed
PCMC
1308
Paragon Capital Management (Colorado)
Colorado
– -$257K -3,980 Closed
BAM
1309
Belpointe Asset Management
Nevada
– -$252K -3,912 Closed
NAS
1310
Nicolet Advisory Services
Wisconsin
– -$249K -3,852 Closed
AIA
1311
Angeles Investment Advisors
California
– -$247K -3,824 Closed
CCM
1312
Carlson Capital Management
Minnesota
– -$239K -3,706 Closed
BFM
1313
Boothbay Fund Management
New York
– -$239K -3,703 Closed
CCWM
1314
Cassaday & Co Wealth Management
Virginia
– -$233K -3,616 Closed
CI
1315
CPR Investments
Michigan
– -$233K -3,612 Closed
AFA
1316
American Financial Advisors
Georgia
– -$226K -3,498 Closed
SC
1317
Sepio Capital
Utah
– -$222K -3,445 Closed
GWM
1318
Gitterman Wealth Management
New Jersey
– -$206K -3,183 Closed
MFG
1319
Midwest Financial Group
Kansas
– -$204K -3,158 Closed
AGA
1320
Arkos Global Advisors
Texas
– -$203K -3,139 Closed
CFG
1321
Citizens Financial Group
Rhode Island
– -$196K -3,037 Closed
FCCM
1322
First City Capital Management
Georgia
– -$212K -3,030 Closed
BW
1323
BIP Wealth
Georgia
– -$174K -2,692 Closed
CSPAM
1324
Cary Street Partners Asset Management
Virginia
– -$163K -2,526 Closed
ECG
1325
Edge Capital Group
Georgia
– -$159K -2,469 Closed
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